| Company Name: | McIntosh & Associates |
| Phone: | 9896922200 |
| Email: | alex@wealthmichigan.com |
| Address 1: | 8282 Midland Road |
| Address 2: | |
| City: | Freeland |
| State: | MI |
| Zip: | 48623 |
| Position Title: | Director of Operations |
| Number of Openings: | 1 |
| Position Type: | Sales & Marketing |
| Position Type Other Description: | Operations/Management |
| Start Date: | 06/01/2025 |
| Duties: | Lead. Optimize. Execute.
We’re a growing, dynamic financial planning firm that specializes in helping retirees enjoy the peace of mind they’ve worked their whole lives to achieve.
Behind every exceptional client experience is a leader who drives execution, creates clarity, and ensures that nothing falls through the cracks.
That’s where you come in.
About the Role:
We are seeking a highly driven and highly organized Director of Operations to champion our internal operations, team accountability, and business efficiency. This is a leadership role for someone who thrives on building structure, driving results, and leading a team with clarity and purpose.
This position is perfect for someone who loves solving operational puzzles, driving strategic initiatives, and making sure the business runs like a well-oiled machine.
What You’ll Be Responsible For:
This role is all about making things happen. Your mission is simple: ensure our firm operates at peak performance every single day.
Leadership & Team Management
• Lead daily team huddles and weekly leadership meetings
• Set clear expectations, hold the team accountable, and remove roadblocks
• Foster a culture of ownership, follow-through, and proactive problem-solving
Operational Excellence
• Manage business planning, process improvement, and internal systems
• Track and report on key metrics
• Oversee commission tracking, advisor scheduling, and task management
• Handle licensing, compliance, and continuing education requirements for the team and advisor
Business & Client Execution
• Oversee the preparation for client meetings and sales opportunities
• Manage new business processing timelines and deliverables
• Oversee case design, marketing effectiveness, and client onboarding efficiency
• Resolve client issues swiftly and professionally
HR & Compliance Oversight
• Manage hiring, onboarding, HR documentation, and performance reviews
• Track employee time off and maintain compliance documentation
• Ensure full regulatory compliance across all areas of the business
What Success Looks Like:
• The team knows exactly what to do, when to do it, and how to do it.
• The advisor spends time in their highest-value activities: serving clients and driving growth.
• Processes run smoothly, issues are handled proactively, and projects get completed on time.
• The business operates efficiently, profitably, and compliantly. |
| Experience Required: | What We’re Looking For:
• A strong leader who drives accountability without sacrificing culture
• Operationally-minded with obsession for detail, systems, and processes
• Strategic thinker with ability to execute at a tactical level
• Excellent communicator who creates clarity out of complexity
• Financial services or professional services operations experience preferred
• Annual satisfactory background check clearance and routine drug testing are required
________________________________________
Skills & Experience:
• Bachelor’s Degree (required)
• 5+ years of operations or project management experience (required)
• Financial industry experience preferred
• Proven experience managing a team and leading operational initiatives
• Strong knowledge of compliance, licensing, and process improvement
• Insurance licenses a plus (Life, Health) |
| Wage or Salary: | 103695 |
| Per Year |
| Approximate Work Hours or Days: | 5 |
| Hours |
| How to apply: | Indeed or LinkedIn |
| Posting End Date: | 06/01/2025 |